William Taylor
William Taylor is a registered investment advisor at Dean, Jacobson Financial Services, based in Fort Worth, TX, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 544 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DJFS offers investment management services through LPL Financial's advisory programs. The annual fee will not exceed 1.60%. Fees are negotiable and billed quarterly in advance, based on the value of your account. DJFS uses LPL Financial's Strategic Wealth Management platform, which offers ETFs that do not charge transaction fees. Clients may incur transaction charges for trades executed in their accounts. DJFS also offers wrap fee programs where clients will not incur transaction costs for trades.
Location
3112 W. 4th St., Fort Worth, TX, 76107
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William operates under the DBA Dean, Jacobson Financial Services, LLC. He also dedicates minimal time to administrative tasks for Dean, Jacobson Financial Services as a Registered Investment Advisor.
Employment History
Current Registrations
Dean, Jacobson Financial Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.